A financial services professional with almost two decades of experience, assisting the advisor Teresa helps clients, females in particular, as they continue along their financial journey.
Teresa’s mission is simple: To assist the advisor help women develop confidence in their financial knowledge while building a stronger financial future. Specifically, Teresa takes pride in seeing clients have the freedom to travel, save for their children's education, participate in their passions, and retire with dignity.
With the financial services industry being male dominated for so long, Teresa wanted to assist advisors to give women the opportunity to work with other female professionals who have walked in their shoes, faced the challenges they face, and help them really understand the financial options that work for their situation.
From database and office management to appointment scheduling, compliance reporting and investment research, Teresa delivers exceptional client service and support with true compassion.
Teresa graduated from Texas Wesleyan University with a Master of Business Administration. She also earned a Master of Science in Healthcare Administration and a Bachelor’s in Management Information Systems at the University of Texas at Arlington.
Teresa is a member of the Daughters of the American Revolution (DAR), American College of Healthcare Executives (ACHE) and the Healthcare Compliance Association (HCCA). She also obtained the following Healthcare certifications: Certified Compliance Ethics Professional (CCEP), Society of Corporate Compliance & Ethics; Fellow American College Healthcare Executive (FACHE); Certified Healthcare Compliance (CHC), Healthcare Compliance Association; and Certified Healthcare Privacy Compliance (CHPC), Healthcare Compliance Association.
When she is not in the office, Teresa loves spending time with family and friends. She is passionate about her outdoor time including hiking, camping and walking the dogs. She is an animal lover, water bug, music lover, and enjoys reading and fitness.